Question 1

Is Investments & Wealth Institute a tax-exempt 501(c)(3)?

Accepted Answer

Yes — Investments & Wealth Institute is recognised by the IRS as a 501(c)(6) organisation (EIN 84-1009166). The IRS recognised Investments & Wealth Institute as tax-exempt in August 1986.

Question 2

What is Investments & Wealth Institute's EIN?

Accepted Answer

Investments & Wealth Institute's Employer Identification Number (EIN) is 84-1009166. The EIN was assigned by the IRS in August 1986. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.

Question 3

What does Investments & Wealth Institute do?

Accepted Answer

To provide investment consulting and Wealth management education & credentialing.

Question 4

Where is Investments & Wealth Institute located?

Accepted Answer

Investments & Wealth Institute is located at 5619 DTC Parkway 600, Greenwood Village, CO, 80111.

Question 5

When was Investments & Wealth Institute founded or recognised by the IRS?

Accepted Answer

Investments & Wealth Institute was recognised by the IRS as a tax-exempt organisation in August 1986. The IRS ruling date is the earliest authoritative date available for most US nonprofits.

Question 6

What is Investments & Wealth Institute's annual revenue?

Accepted Answer

On its most recent Form 990 (fiscal year 2024), Investments & Wealth Institute reported $18.7M in total revenue and $19.1M in total expenses.

Question 7

Has Investments & Wealth Institute been auto-revoked by the IRS?

Accepted Answer

No — Investments & Wealth Institute (EIN 84-1009166) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.

Question 8

Is Investments & Wealth Institute listed in IRS Publication 78?

Accepted Answer

Givalgo Discover did not find Investments & Wealth Institute in the most recent IRS Publication 78 download. Some tax-exempt organisations (e.g., churches and government instrumentalities) are eligible to receive deductible contributions without appearing in Pub 78 — verify directly with the IRS if uncertain.

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Investments & Wealth Institute

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